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Doubles reps’ performance

Revenue AI Coach

Nobody wants their reps to use yet another tool. Revenue AI Coach is like a colleague who knows more about selling than any coach could: it builds each rep’s skills and takes work off their plate.

See how Taskbase coaches your teamExplore use cases
  • Built from your Revenue Playbook
  • Works in Slack, Teams or Google Chat
  • Skills measured per rep
  • Value from day one

Show my skill progress

Here it is — your three focus skills. Business case is moving: 17 27 since August.

Skill progressOpen full page

My skill progress

Anya — Skill dashboard

Update

Why these skills? Up to three skills you are coached on for four weeks, picked from your weakest. 46 coached calls since coaching started.

Focus skillsChange focus
Problem impact & business caseFocus since 31 AugCoach now17 27/100
Decision process & buying dynamicsFocus since 22 SeptCoach now50 58/100
Question handling & answer qualityFocus since todayCoach now79 74/100
Top cold call list of the dayDeal risk boardCoaching 1:1Skill progressTeam skill scores
Ask about a deal, request a doc, or open one of your pages…
A
Relevant skillsCold callingDiscovery+3

Revenue AI Coach · 11:55

Hey Anya 👋 I saw your cold call with Sabine.

Do you mind if I give feedback on your pitch at the start of the call?

Improving this can lead to >34% more booked meetings.

Sure, go ahead.

Great. The first thing I noticed is the early jump into the pitch.

Reply to your coach…
Search Acme Sales
Revenue AI CoachAPP

Revenue AI Coach APP 14:57

📞 Your discovery call with Daniel Moser from Northwind Freight
🕐 14:02 · 38 min

✅ What worked

📌 You found the real blocker, then shrank the ask to fit it

Daniel opened with budget worries. Instead of defending the price, you asked what the concern actually was: timing, not money. You moved the start to Q1 and kept the pilot scope, so the deal stopped depending on a decision he couldn’t make this quarter.

⚡ Highest-impact improvement

📌 The call ended without a date for the next step

The moment in your call

“Sounds good, let’s stay in touch.”

Instead

“Before we close: your ops lead signs off above 20k. Can we book 30 minutes with her next Tuesday?”

Why it matters

A next step without an owner and a date isn’t progress. [Playbook: Discovery — Plan agreement]

Next time

Close every discovery call by naming the next decision-maker and putting a date on that meeting.

📈 Progress since last time

Probing for the real blocker was the gap on your call on 22 Sep. Today you led with it. Trending up.

🌟 You turned a budget objection into a Q1 pilot in 38 minutes. Book the ops meeting and this deal is moving.

Message Revenue AI Coach
Works in Slack·Delivered by
SearchAJ
Revenue AI Coach

Today

Revenue AI Coach Bot 07:45

Good morning, Anya ☀️ Here’s your Tuesday.

Today’s meetings

  • 09:30Northwind Freight · DiscoveryFocus: decision processOpen brief
  • 11:00Helio Logistics · DemoFocus: business caseOpen brief
  • 15:30Vega Retail · NegotiationFocus: question handlingOpen brief

Needs your attention

  • Helio Logistics has gone quiet for 9 days. A follow-up is drafted.Review draft
  • 2 deals in your pipeline have no next step in the CRM.Fix now

Your focus skill this week

Decision process & buying dynamics50
Open full briefingPractise before 09:30
Type a message
Works in Microsoft Teams·Delivered by
Chat Search in chatA
Revenue AI CoachApp

Today

A

Anya Jung10:42

Northwind just told me they already record every call, so they don’t need coaching. What do I say?

Revenue AI CoachApp10:42

“We already record our calls”

Objection from your playbook · handled in 14 calls this quarter

  1. Agree: recording calls is the right first step.
  2. Reframe: a recording shows what happened. Coaching changes what happens on the next call.
  3. Ask: “When a rep loses a deal, how long until someone tells them why?”

Lea used this with Vega Retail on 12 Sep. The deal moved to a demo.

Practise this objectionOpen playbook
Message Revenue AI Coach
Works in Google Chat·Delivered by

Three jobs, one AI

Builds skills, automates the rest, keeps your playbook up to date.

Taskbase gives every rep a coach that grows their skills and an assistant that handles the busywork, so they can focus on talking to clients. Your Revenue Playbook, the way your company sells written down, stays current from real conversations.

Skills

Skills, not just feedback

Turn your Revenue Playbook into a hands-free coach that builds the exact skills your reps need to close. Every rep works on up to three focus skills, and every call is coached against them. No playbook yet? Build a full one with our expertise in a few hours.

Show my skill progress

Here it is — your three focus skills. Business case is moving: 17 27 since August.

Skill progressOpen full page

My skill progress

Anya — Skill dashboard

Update

Why these skills? Up to three skills you are coached on for four weeks, picked from your weakest. 46 coached calls since coaching started.

Focus skillsChange focus
Problem impact & business caseFocus since 31 AugCoach now17 27/100
Decision process & buying dynamicsFocus since 22 SeptCoach now50 58/100
Question handling & answer qualityFocus since todayCoach now79 74/100
Top cold call list of the dayDeal risk boardCoaching 1:1Skill progressTeam skill scores
Ask about a deal, request a doc, or open one of your pages…
Time back

Automation

Every rep gets a second pair of hands. Call prep, follow-up emails and CRM updates are only the start: Taskbase also does the work reps usually do by hand in Word, Excel and PowerPoint.

  • Word
  • Excel
  • PowerPoint
  • pitch.com
  • … and many more
Ask for content“Give me a brief for tomorrow’s call” · “How did my week go?”
I want to work on playbook suggestions Does my team use Taskbase? Show me how I can coach my team
Start
All 4Favourites 0Pinned 1Closes after 24h · ★ favourites stay

  • Call prep 1h ago New

    Brief for tomorrow: discovery call with Helio Logistics

  • Call summary 1h ago

    Tighten the Northwind business case to 2–3 target values

  • Email draft 4h ago

    Send Robert the final contract draft for review

  • CRM automation 4h ago

    New HubSpot skill keeps every deal complete

› Done · 63

Playbook

Living Revenue Playbook

Your Revenue Playbook stays alive — powered by every call your team makes. New objections become suggestions; nothing changes until a sales leader accepts it.

Objection handling & competitive intelligence

Last updated 21/09/2026

Suggestion i

“How is this different from connecting everything to ChatGPT and just asking the same questions myself?”

“A one-off answer works. Taskbase keeps a maintained system: your playbook plus real calls, written back to the CRM, so coaching builds up instead of resetting.”

Don’t argue model quality. Move from a one-off answer to a system that compounds.

RejectAccept

Based on

New objection from a discovery call on 15 Sep. Proposed row for the objection table.

Why Taskbase

Adoption is the difference.

A coach only works if reps use it. Taskbase comes to them, in the tools they already work in, so nobody has to learn another platform.

What high adoption means

When the coach reaches every rep, the effect shows up in the numbers. Usage views show where a rep needs support, for coaching and not for monitoring.

Adoption>80%of reps use the coach every day
Time saved1–2 hper rep per day on admin, prep and follow-up
1Coach2Agent platform3Your data

How it fits

One coach, not a suite of agents

Taskbase runs on an agent platform, but you never build on it. There is no agent framework to learn and no builder screen to maintain. You tell the coach what you want, and it takes care of the rest.

  1. 1Coach. The only thing your team talks to, in Slack, Teams, Google Chat or on the phone. Tell it what you need. It also reaches out to reps on its own.
  2. 2Agent platform. Built for sales and out of sight. The coach sets up the jobs for you. RevOps can open it up if they want to, nobody has to.
  3. 3Your data. Calls, CRM, email, calendar and sales rooms stay where they are. Taskbase reads them.

Jobs the coach sets up when you ask

  • Regular updates for reps
  • Briefings before meetings
  • Follow-up emails, written for you
  • PowerPoint decks after a meeting
  • Account plans, filled in
  • Mutual action plans with your customer, created and updated
  • CRM updates
  • Priorities of the day
  • Cold call list of the day
  • Deal rooms for buyers, set up automatically
  • 50+ more jobs

Rolling it out

Privacy, recording and your works council

The three questions IT, RevOps and HR ask first.

Privacy

Names are replaced before anything is stored

Pseudonymisation replaces names, company names, birthdates and other identifiers in transcripts. Coaching works on the conversation, not on who was in it.

Included in the Enterprise plan.

Recording

Every conversation, with or without our recorder

Video calls, in-person meetings and phone calls on iPhone and Android. A desktop recorder works without a bot joining the call.

Already have a recorder? Keep it. Taskbase connects on top.

  • Gong
  • Fireflies
  • Fathom
  • Kickscale
  • Google Meet
  • Microsoft Teams
  • Zoom
  • … and many more

Works councils

Built to work with your works council

Taskbase is there to coach people, not to watch them. Bring your works council in before anything is signed: in many companies it has to agree to a tool like this, and we are happy to join those conversations.

  • Voluntary. Employees accept the terms of use, or they do not. Using Taskbase is always a choice, and anyone can opt out completely.
  • No constant observation. Nobody is pressured to use it, and it is not set up to review and check every single thing a person does.
  • Access rights your works council can shape. Role management in the background controls who can see what, who can do what, and who is coached on what.

From our own playbook

What our sales team learned recently

We run Taskbase on our own calls. These are real suggestions our team accepted into its playbook, with names removed.

  • Discovery

    Agree on three things before moving on

    Before the next step, agree that the problem is real, why it matters now, and which use case is the best place to test. If one is missing, ask which part isn’t strong enough yet.

    Added to the discovery playbook

  • Competitive answer

    “We’ll just build it with Claude.”

    Agree first: a prototype is quick. Then move the question to ownership. “Who would own it after launch, and how much ongoing capacity have you allocated?”

    From recent prospect conversations

  • Objection answer

    “We’re on holiday. Let’s look at this in September.”

    Four calls died on the same summer brush-off, and the playbook had no answer. The new answer: book the slot for the week after they return, free to cancel, and land the pitch in one sentence so the callback has a reason to exist.

    From four cold calls in one week

See Revenue AI Coach on your own playbook

Bring your playbook, or build one with us in a few hours. We show you the briefings, the coaching and the time it saves your reps.

Book a callSee case studies

Frequently asked questions

Answers to the questions sales leaders ask us most.

Still have questions?

Contact us if you have any other questions.

What is Taskbase?

Taskbase makes Revenue AI Coach: a coach for every rep that builds their skills and takes work off their plate. It works from your Revenue Playbook and real customer and deal context, and helps leaders coach their teams without reviewing every call.

How does Taskbase improve sales performance?

In two ways. It takes work off reps’ plates (research, meeting preparation, follow-ups, CRM updates), so they have more time to sell. And it coaches each rep on the skills they need, based on their own calls and your sales standards, so they sell better.

How is Taskbase different from a call-recording tool?

Recording tools show what happened. Taskbase works out what should happen next: it prepares the next meeting, coaches the rep, does the follow-up work and suggests updates to your playbook. You keep your recorder, and Taskbase connects on top.

Do we have to replace our current call recorder?

No, keep it. Taskbase connects to Gong, Fireflies, Fathom, Kickscale, Google Meet, Microsoft Teams and Zoom, and adds the coaching and follow-up work. If nothing is recorded yet, Taskbase can record video calls, in-person meetings and phone calls on iPhone and Android, with no bot joining the call.

Do sales reps need to learn another tool?

No. Reps use Taskbase in Slack, Microsoft Teams or Google Chat, or in the web app. The coach brings preparation, answers, feedback and next steps to them.

What sales work can Taskbase automate?

Meeting research and briefings, follow-up drafts, CRM updates, deal-risk checks, call lists, business cases, presentations and security questionnaires, and more. You choose the first jobs, and customer-facing work stays under human review.

How long does it take to get started with Taskbase?

Reps get value on day one: in the first week they get morning briefings, written follow-ups, prioritised accounts and call lists. You provide your playbook (or we build a full one with you in a few hours), plus access to your CRM, calendar and chat tool. Start with one team and one use case, then add more.

When do we see results?

Reps save 1–2 hours a day in the first month. From the second month they can book more meetings and convert more of them, and from the third month their total conversion improves. With long enterprise sales cycles, it can take until around month 9.

How do we measure the value of Taskbase?

Start with your own baseline: time spent on preparation and follow-ups, customer-facing activity, coaching time, ramp time, conversion and deal movement. A pilot should fix the baseline, target, users, review date and rollout decision before it starts.

How much does Taskbase cost?

€199 per user per month for up to 50 users. Everyone with access counts as a user. Above 50 users the price is custom. Plans include the Revenue AI Coach, playbook management, integrations and recordings, and volume discounts may apply.